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Employee Benefit Plan Services


Our firm provides a full range of employee benefit plan services through our wholly-owned subsidiary, Empire Pension Consultants, Inc. (EPC).  EPC is a full-service pension administration company specializing in retirement plans for small businesses.  We administer 401K plans, profit sharing plans, defined benefit plans, money purchase pension plans, age-weighted plans, and tiered allocation plans.  We take pride in our ability to explain all facets of a retirement plan in terms that you can understand.  Customer service is the hallmark of our company.  We will advise and assist you through all steps in starting and operating a qualified plan for your business, including:

  • Plan Design, to be sure you get just the right type of plan for your business;

  • Plan Installation, including preparation of all legal documents, employee communications, and submission to the IRS, if required;

  • Annual Administration, including determination of eligible employees, calculation of contributions, accounting for trust assets, preparation of plan reports and required IRS & DOL forms, and preparation of participant statements;

  • Amendments and Restatements, as required by law, or when needed to improve the design of your plan;

  • Employee Meetings, to help explain the provisions of the plan to your employees and to answer questions;

  • Pension Benefit Guaranty Corporation – if you have a defined benefit plan that is required to file annually with the PBGC, we will prepare all necessary calculations and filings for you;

  • Plan Termination Assistance – When it comes time to terminate your plan, we can assist you in all facets of the termination, including IRS submissions, PBGC submissions, benefit calculations, Form 1099-R filings, and all other details to make the process as painless as possible for you;

  • IRS audits - nobody likes to be audited, but it is a fact of life that the IRS periodically does random audits of retirement plans.  We are experts at dealing with the IRS, and we have never had a penalty levied against a plan that we have administered from its inception.
We work with your company officers, attorneys, investment advisors, and any other members of your company’s team to be sure your retirement plan provides the benefits you desire for you and your employees.  We attend regular classes to stay current on all new legislation affecting your plan, and when appropriate, we provide you with information so that you can make knowledgeable decisions regarding your plan.  We work with small to medium sized plans, including one-participant plans up to plans with more than 100 participants.

If you'd like to receive a Free Consultation regarding our Employee Benefit Plan Services, please complete this form.

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